Amanda Morman
Marysville
Summary
Senior Advisor, Sales Planning & Strategy
Results-oriented candidate with vast experience streamlining business processes and providing strategic direction in support of organizational objectives. Proven track record in managing complex projects and leading teams to successful project completion. Skilled in data analysis, problem solving, process improvement, and project management. Experienced in using various software tools, such as Microsoft Office, to drive efficiency and effectiveness.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Fitness Director
Yuba Sutter Training Zone
09.2023 - Current
- Conducted regular performance reviews for staff members, providing constructive feedback to support growth and development.
- Led a team of fitness professionals, providing coaching and guidance for their career growth and ensuring optimal performance.
- Collaborated with other department heads within the organization to align efforts toward unified business objectives.
- Met or exceeded monthly revenue and training goals.
- Helped clients set and achieve health and wellness goals.
- Payroll
- Sales
- Manage team of 10+ instructors and 6 coaches/personal trainers
Senior Advisor, Sales Planning & Strategy
Dell EMC
01.2017 - 09.2023
- Support Sales Teams Compensation and Quotas, make recommendations on payout, territory coverage and alignments
- Manage OPEX for Commercial North America: Manage and approve all headcount, review analyze travel and customer spend, drive accountability and results
- Prepare reports outlining the organization's financial position; provide proactive recommendations and actions necessary to achieve strong financial performance
- Provide financial analysis and recommendations based on cost data, trends analysis and organizational long-range planning strategies
Sales Analyst
Dell EMC
01.2013 - 01.2017
- Perform daily reconciliation of booking and revenue; determine revenue position
- Develop and review monthly forecast report
- Generate won/lost/deferred booking and revenue forecast report
- Create and manage GAFs (Goal Acknowledgment Form) for Sales and SE team
- Review and approve field inventory requests
- Manage expense analysis for the Division, investigate and communicate with management any abnormalities
- Review and conduct research on all commissions discrepancies received from Commissions Accounting/Sales
- Work with Divisional Business Manager on approvals if necessary
- Back up Business Manager as needed
Area Sales Process Manager
EMC Corporation
01.2007 - 01.2013
- Consolidate, reconcile and analyze weekly and monthly sales forecast, booking and revenue reports for Area Sales Manager
- Validate the accuracy of information given verbally against Salesforce
- Manage the West Area Territory Assignment to ensure accounts are aligned to the proper districts
- Manage District Sales Process Coordinator's
Marketing Operations Assistant
PILLAR DATA SYSTEMS
01.2004 - 01.2007
- Support the Vice President of the Western Area Sales in all areas of the day to day running of the US Western Sales Office
- Responsible for following up on problems, errors and discrepancies
- Responsible for putting together Executive Presentations for VP of Sales
- Primary point of contact for financial reporting and other functional procedures and tasks crucial to the success of the Western Area
- Organize quarterly sales meetings for Sales, Pre-Sales, Sales Operations and Field Administrations
- Manage weekly schedules and priorities for Field Administrators
- Create quarterly, weekly and monthly forecast reports
- Create monthly business review reports and presentations
- Monitor sales performance against objectives/commitments
- Maintain headcount for Western Area (new hires, terminations, comp plans, performance plans, etc.)
- Update org chart, phone and email distribution lists regularly
- Handle travel arrangements, meetings and special projects for VP of Sales
Sr. Executive Assistant, Corporate Travel Manager
KOMAG, INC
01.2003 - 01.2004
- Provide Administrative support for the VP of Sales, VP of Marketing and their teams
- Manage the day to day running of the Corporate Executive Briefing Center
- Responsible for developing initial process and best practices for briefing center as well as logistics and scheduling executive attendance
- Responsible for putting together executive presentations, budgets, business plans and forecasts for VP of Sales and VP of Marketing
Executive Administrative Assistant
Conner Peripherals / Seagate Technology
01.1999 - 01.2003
- Responsible for organizing quarterly and annual sales event
- Liaised very close with marketing and sales teams for corporate marketing events
Procurement Coordinator, Tech Support, Receptionist
Conner Peripherals / Seagate Technology
01.1998 - 01.1999
- Provide Administrative support to VP of Manufacturing and his team
- Manage calendar, itineraries, expense reports, and travel arrangements
- Manage clean room shift schedules and timecards
- Prepare power point presentations
- Attend, keep and publish minutes and action items from weekly manufacturing meetings
Administrative Assistant
HMT/Komag
01.1992 - 01.1998
- Responsible for calendars, travel, presentation and day to day operations
- Work very closely with PR to ensure correct and timely press releases
- Set up corporate housing for Malaysian employees and worked closely with Malaysian families upon US arrivals and during their stay
- Responsible for organizing executive and corporate events
- Manage Corporate Travel
- At the close of HMT/Komag merger, I integrated all travel from 2 agencies into 1
- Researched and interviewed various travel agencies to determine which would best suit our needs and offer us the lowest cost airfare
- Worked with Sr Staff in re-writing travel policies
- Communicated and implemented new policies company wide
- Created a Komag preferred hotel listing, negotiated special hotel rates in the bay area and other various locations
- Audited monthly travel expenses company wide
- Saved Komag 40k in one quarter due to purchasing consolidated airfare when possible; purchasing tickets in Malaysia in order to take advantage of the Malaysian ringgits vs US dollar
- Manage cafeteria shared between Komag and 2Wire site
- Act as back up in preparing and issuing Komag press releases
- Co-ordinate quarterly BOD meeting and payments
- Work with the Komag Board of Directors in communicating changes to meetings, setting up last minute meetings, getting UWC's reviewed and approved, as well as, other necessary documentation
- Supervise Administrative Assistants and Receptionists
Education
Foothill College
Los Altos, CASkills
- Work well under pressure
- Excellent communication skills
- Effective in remote setting, WFH worker 16 years
- PowerPoint
- Excel
- Salesforce
- Group exercise coordination
References
References available upon request
Certification
NASM - currently finalizing personal training certification
Certified LesMills GRIT instructor
Certified Spin instructor and Boutique Spin Studio Owner
Timeline
Fitness Director
Yuba Sutter Training Zone
09.2023 - Current
Senior Advisor, Sales Planning & Strategy
Dell EMC
01.2017 - 09.2023
Sales Analyst
Dell EMC
01.2013 - 01.2017
Area Sales Process Manager
EMC Corporation
01.2007 - 01.2013
Marketing Operations Assistant
PILLAR DATA SYSTEMS
01.2004 - 01.2007
Sr. Executive Assistant, Corporate Travel Manager
KOMAG, INC
01.2003 - 01.2004
Executive Administrative Assistant
Conner Peripherals / Seagate Technology
01.1999 - 01.2003
Procurement Coordinator, Tech Support, Receptionist
Conner Peripherals / Seagate Technology
01.1998 - 01.1999
Administrative Assistant
HMT/Komag
01.1992 - 01.1998
Foothill College
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